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Gateway Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Gateway Wealth Partners’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$864K Buy
19,013
+12,999
+216% +$615K 0.03% 406
2025
Q4 		$266K Buy
+6,014
New +$265K 0.03% 391

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Gateway Wealth Partners's ESGE Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 216% in Q1 2026, buying an estimated $615K and bringing the position to 19,013 shares worth $864K. The position accounts for 0.03% of the portfolio, ranked #406.

Gateway Wealth Partners first reported a position in ESGE in Q4 2025 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Gateway Wealth Partners held 19,013 shares of iShares ESG Aware MSCI EM ETF worth $864K as of Q1 2026.
  • Gateway Wealth Partners bought 12,999 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $615K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q1 2026, its #406 holding.
  • Gateway Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.